See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,775 | $71,050+84.1% | $93,606+39.7% | $80,856+61.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.48% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $8,857 | $1,564+466.4% | $2,420+266.0% | $2,755+221.5% |
| Participant deferral / active EE | $6,661 | $4,034+65.1% | $4,411+51.0% | $4,296+55.1% |
| Admin fee / account holder | $43,186 | $6,945+521.9% | $8,285+421.3% | $6,918+524.3% |